Loading Events

San Francisco / San Jose 2023

Hosted in South San Francisco Tuesday, September 12, 2023 7:15 a.m. - 4:15 p.m. PDT

Event Overview

Experience the entrepreneurial energy of thought leaders all in one room.

The Vistage Executive Summit has been crafted to inspire your leadership, equip you with latest findings in research, future-proof your business with economic insights, and most importantly, build connection with the powerful leaders in your community.

  • ITR Economics brings the economic landscape into view and helps leaders navigate the uncertainties ahead.
  • Vistage Research shares findings from the CEO Confidence Index to help leaders make better decisions quicker.
  • Leadership keynote will wrap up the day on an inspiring and thoughtful note. More details coming soon.
  • Thought leaders present breakout sessions on top-of-mind topics with fresh perspectives.

As a Vistage member, enjoy world-class leadership content and the opportunity to meet new faces in your community. Your insight and impact will make the day even more valuable!

The Member Excellence Awards program will celebrate incredible member stories in your community. Winners and finalists will be showcased at the Executive Summit. Learn more and nominate a member today!

Get ready for the day by downloading the My Vistage app and logging in. Expect to access speaker materials and more resources through the app on the day of the event.

Available for Vistage members only.

Event Speakers

Patrick Luce

Economist, ITR Economics

A Changing Landscape

The economic landscape will be changing in 2023, especially later in the year. Aggressive action by the Federal Reserve Board has also changed our outlook for 2024. We will discuss which segments will be impacted and others that will be more immune to interest rate and other pressures. We will also discuss how attendees can best prepare for the challenges and ongoing uncertainties, and we will offer business strategies and tactics that will allow for maximum profit potential given the economic landscape. We will also:

  • Analyze the Federal Reserve Board’s actions and impact on the economy
  • Talk through key areas of disinflation and deflation
  • Discuss varying opportunities in key markets
  • Cover global trends and their impact on member businesses and on the US economy
  • Analyze labor market conditions over the next several years
  • Present an overview of the economic landscape through the rest of the decade.

Dr. Kellie McElhaney

Founder and executive director of the Center for Equity, Gender and Leadership at UC Berkeley

Consciously Inclusive Leadership

Are you ready to learn one of the most valuable leadership skills in today's world? Join us for a keynote speech from Dr. Kellie A. McElhaney, a professor at the Haas School of Business at UC Berkeley and the Founding Director of the Center for Equity, Gender and Leadership (EGAL). Dr. McElhaney is a Chief Agitation Officer, a Chief Inspiration Officer, and a Chief Glass Chewer who has spent her career leading business strategy in the areas of corporate responsibility and diversity, equity and inclusion.

In her presentation, "Consciously Inclusive Leadership", Dr. McElhaney will explore how inclusive leaders drive higher business returns through better talent acquisition and retention, higher innovation, enhanced team productivity and greater collective intelligence. She will share strategies for interrupting our biases and developing inclusive systems, processes, and tools, including self-reflection, positive bias exercises, and more.

You’ll leave the session having learned:

  • How to become a more effective leader by intentionally choosing vulnerability, curiosity, courage and accountability
  • How to create a culture of intentional inclusivity and the benefits it has in your business
  • How to identify unrecognized biases that are harmful to your company and ways to mitigate them

Anne Petrik

Vice President of Research, Vistage Worldwide, Inc.

Decision Factors 2023: Unleashing Workforce Productivity

CEOs are facing a dynamic set of rapidly evolving factors that will influence their decisions as the post pandemic reality comes into focus. Once an emerging trend, remote work and the demands of an empowered workforce are challenging CEOs to attract and retain high performers. Throughout the day, as emcee, Anne will weave perspectives on how to adapt the workplace to unleash workforce productivity with the latest data and insights from Vistage Research.


South San Francisco Conference Center

7:15 a.m.
Registration opens

Check-in and pick up your badge. Breakfast buffet served in the Marketplace.

7:45 a.m.
Breakfast Sessions with industry experts
  • Turn on the Financial Headlights: Maximize Your Profitability & Success
  • 12 Missteps to Avoid When Selling Your Business
  • Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money
  • Unlocking B2B Customer Generation: How Much B2B Revenue Are You Missing by Not Utilizing Digital Channels?

9 a.m.
Patrick Luce, ITR Economics

A deep dive into the economic issues facing your market.

10:30 a.m.

Visit sponsors and the wider Vistage community in the Marketplace.

11 a.m.
Vistage Research & Connection Activity

Meet Vistage peers in a structured networking activity.

12 p.m.

Lunch buffet served in the Marketplace.

12:25 p.m.
Lunch Sessions with industry experts
  • Opportunity Zones & Real Estate Private Equity – Key Concepts
  • Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation
  • An Introduction to US & Global Tax Considerations and Trends
  • No Stone Left Unturned: Optimize Optionality with Financial Planning
  • Change Readiness: Shape a Culture for High-Performance During Turbulent Times

1:35 p.m.
Dr. Kellie McElhaney

Learn how to drive higher returns as an inclusive leader.

3:10 p.m.
Community Reception

Celebrate your community's Vistage Member Excellence Award winners and finalists and connect with fellow peers. Refreshments to be served in the Marketplace.

*agenda subject to change

Breakout sessions

7:45 - 8:45 a.m.

Turn on the Financial Headlights: Maximize Your Profitability & Success

Presenter: Scott Crawford, Partner, Preferred CFO

The future can't be predicted, but with proper tools and strategies, businesses can “Turn on the Headlights,” increasing their opportunity for prosperity while reducing risk of failure. In this session, Scott Crawford of Preferred CFO presents tools and strategies that help stakeholders elevate their company's fiscal health, confidence, and strategy by:

  • Understanding the importance and intricacies of a forward-facing financial strategy—and how to execute it.

  • Evaluating a financial teams' capabilities and ability to provide actionable information.

  • Tracking the right metrics to better inform the future.

  • Harnessing the power of forecasting to more confidently achieve goals through data-backed decision making.

Topic: Financial Management

7:45 - 8:45 a.m.

12 Missteps to Avoid When Selling Your Business

Presenter: Robert Hild, CEO & Chairman, ACT Capital Advisors

Looking to sell your business? Unlock the path to a successful exit by avoiding common missteps business owners make that leave money on the table. Join us to learn:

  • 12 common missteps when selling your business

  • How to avoid these missteps, and gain practical strategies for a successful sale

  • The importance of selecting the right advisor

  • Key actions you can take to maximize your business’ value

  • Real-life scenarios and expert guidance as Bob equips you with the tools to maximize your business's value and achieve a seamless transition.

  • Learn how to secure the future you’ve worked hard to build

Topic: Financials: Mergers & Acquisitions

7:45 - 8:45 a.m.

Eliminate Hiring & Management Mistakes; How Data Analytics Save Time & Money

Presenter: Barry Shulman, Principal, Shulman Associates Search Services, Inc., Premier Certified Partner from PI

Experts agree 90% of business problems are people problems. Do you have the right people in the right roles? How do you assess employees and candidates? Can you accurately define and articulate job specs for every role in your company? Do your managers have the tools to effectively create and manage teams for maximum performance, profitability, and ROI? How do you address over-and-under performers, conflict resolution, and communication? Can you quickly and effectively create winning teams and predict how they'll work together? In this breakout you’ll takeaway tools to easily optimize your talent.


Topic: Talent Management: Hiring, Recruiting, Sourcing

7:45 - 8:45 a.m.

Unlocking B2B Customer Generation: How Much B2B Revenue Are You Missing by Not Utilizing Digital Channels?

Presenter: Ilya Korneev, co-founder, Affect Group / Galina Shubik, co-founder, Affect Group

For decades, B2B companies have relied on direct sales to acquire customers. However, with rapid digital advancements and the increasing presence of digitally native millennials, new avenues have opened up for acquiring quality B2B customers. Many B2B companies assume that customer acquisition through digital channels is too complex and risky. However, the world has changed. Companies around the globe are now successfully using platforms such as Facebook, Google, Instagram, and LinkedIn to discover and engage with qualified B2B customers. B2B enterprises that embrace digital channels experience accelerated growth.
Over the past decade, The Affect Group has been guiding its global clients on effectively utilizing digital channels for customer acquisition.
During our breakout session, The Affect Group, an internationally award-winning performance marketing agency, will introduce you to some of the methodologies that we've employed with clients like JDE Peet's, MasterCard, LEGO, and PepsiCo to rapidly expand their customer base.


Topic: Customer Engagement: Sales & Marketing

12:25 - 1:25 p.m.

Opportunity Zones & Real Estate Private Equity – Key Concepts

Presenter: Chris Loeffler, CEO and Co Founder, Caliber Companies

Since the opportunity zone program was established in the 2017 Tax Cuts and Jobs Act, taxpayers have had the ability to take advantage of a significant new tax incentive that concurrently benefits low-income communities. The program provides investors with the chance to reinvest capital gains into designated opportunity zones in order to defer or eliminate taxes.


Topic: Financials: Capital / Cash Management

12:25 - 1:25 p.m.

Is Your Company Investment Grade? 12 Key Factors to Attract an Outsized Valuation

Presenter: Chris Weingartner, Managing Director, Founders Advisors

Given today’s dynamic M&A climate, business owners need a candid market perspective on what drives enterprise value.

    Join us to learn:
  • What it takes to attract an outsized valuation from institutional grade buyers

  • A 20 minute market based approach to assess your company’s “investability”

  • Top 5 deal breakers and seller missteps

  • How to better align operational focus with value creation"

Topic: Financials: Mergers & Acquisitions

12:25 - 1:25 p.m.

An Introduction to US & Global Tax Considerations and Trends

Presenter: Robin H. Park, Partner - International Practice Leader and Javier Ramirez, Partner - Practice Leader, State and Local Tax

For inbound companies doing business in the US, as well as outbound company looking to expand their global footprint offshore. Our presentation will cover essential tax considerations, including:

  • U.S. Sales & State taxes – The Wayfair precedent, top 5 states for trade & their key tax considerations for doing business there

  • U.S. Int’l Tax Update & viable tax planning strategies

    Global business trends in:
  • Asia Pacific – Restructuring out of China/Hong Kong; Singapore as preferred headquarter destination; Considering India and the Philippines for BPO

  • EMEA – Pillar 1 & Pillar 2 implementation; EU Anti-Tax Avoidance Directive; EU VAT and DAC 7 considerations

  • Latin America – Implications of US foreign tax credit regime to Latin America countries; Latin America Treaty Updates and utilization of Spanish ETVE holding company; Puerto Rican tax planning strategies

Topic: Financials: Economic / Future Trends

12:25 - 1:25 p.m.

No Stone Left Unturned: Optimize Optionality with Financial Planning

Presenter: Paul J. Brahim, CFP®, AIFA | Managing Director, SVP - Financial Advisor, Wealth Enhancement Group, Vistage Member

Does your financial plan give you optionality? Do you have the freedom to walk away from your business without having to sell it? Entrepreneurs excel at planning for the future of their businesses, but they often neglect their personal finances. Great outcomes don’t just happen – they require thoughtful planning and a keen understanding of your goals and priorities. In this session, you’ll learn how a real-life Vistage member with a 60-year-old family-run business created optionality using integrated, time-tested principles of tax, estate and investment planning.


Topic: Financials: Financial Management

12:25 - 1:25 p.m.

Change Readiness: Shape a Culture for High-Performance During Turbulent Times

Presenter: Margaret Graziano CEO & Founder, KeenAlignment. Wall Street Journal Best-Selling author of “Ignite Culture.”

In an era marked by immense volatility & complexity, technological advancements, fierce competition, & economic fluctuations, we find ourselves in an unprecedented time of change. The post-pandemic aftermath continues to linger, with burnout, stress, & overwhelm persisting among individuals and teams. Amidst this tumultuous landscape, the challenge is this: How can organizations emerge stronger from the trials of recent years? How can they cultivate a culture that thrives, adapts, & responds effectively to the unpredictable? The answer is in fostering an Emergent Culture - one characterized by change management prowess, response agility, & a positive environment with engaged employees.

Topic: Talent Management: Retention & Engagement



South San Francisco Conference Center
255 S Airport Blvd
South San Francisco, CA